Opening a new case

Opening a new case

1. In the navigation panel, double-click Relationships, then click Cards.

2. Click New to create a new case. The Case Details screen will display

3. In the top section of the Card Details screen, enter background details for the card:

• • Case Number is uniquely automated
  • Case Name  identifies the card in the system.
  • Card select the customer.

1. Click on the Activities tab
2. Click on New 
3. Select on drop down and enter in communication method 
4. In notes enter notes of the communication method (e.g.: copy/ paste email)
5. Click on Save (a pop up box may appear requesting mandatory fields)
6. Events tab
7. Click on New
8. Enter in subject
9. Click on service order and select
10. Click on address drop down and select
11. Click on the contact person drop down and select

12. Click on ‘General’ tab

13. Select site
14. Select machine
15. When you have finished, click Save (a pop up box may appear requesting mandatory fields)